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Best financial advisors in Moorpark, CA

Registered advisers within 25 miles of Moorpark, CA.

Offices
758
Firms
280
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,005,939 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

HBW ADVISORY SERVICES LLC
TORTUGA ADVISERS LLC
BRIDGE THE GAP RETIREMENT PLANNERS
THE INDEPENDENT FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MISSION WEALTH MANAGEMENT, LP
EDWARD JONES
ZAI TECHNOLOGIES LLC
ON INVESTMENT MANAGEMENT CO
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MUTUAL ADVISORS, LLC
MARK SMITH FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Investors

JORGE ALBERTO MEZA
NEAL GARDNER DAVIS
ROBERT PHILIP SULLIVAN
Benjamin Scott Ruiter
MICHAEL DIFIORE
Bryan Kenneth Geurink
Chad Michael Francis
Andrea Smith Young
KEVIN JAMES IMHOFF
JEFF SCOTT CRAWFORD
Joseph Anthony Bonanno
ROLAND HAMPTON DORTCH
TODD ARTHUR PENROD
TRENTON GENE BANWART
LISA MARIE GILMORE
HEIDI ANNE HERSHMAN
JOEL DARRIN BROERSMA
JONATHAN SCOTT HOAG
THOMAS MARVIN KAUFMAN
CALEB MICHAEL SVOBODA
RON ROTENBERG
TYSON EDWARD KUNST
RICHARD ERIC JONES
JENNIE MARIE FLEMING
KERRI CANDOR HERLICK
JAMISON DAVID IMHOFF
ROY EDWARDS VAN MUYEN
Paul Edward Brandwein
Cathryn Maure Porter
Brian Malkinson
William Bradley Rudkin
Kyra Lynn King
MATTHEW PETER FRANCIS
WILLIAM ORCHARD-HAYS
Daniel Joseph Murphy
STEPHEN FRANCIS FOLEY
RICK ISAAC HARBUS
LINDA MOODY MUSE
MANUEL MIGUEL CAMPINS
KENJI SAITO
JEFFREY EDWARD DENNISON
PAUL RAYMOND MOREHOUSE
ALEXANDER ALLEN PEETS
NICHOLAS PAUL MITCHELL
STEVEN ROLL
TAYLOR RANDALL DAVIS
DAVID HENRY VELTKAMP
JOEL MICHAEL FISHMAN
EDWARD WISE KAISER
BRYAN SCOTT CURRY
ANDREW THOMAS GERHARTZ
VINCENT MARTIN PADILLA
Gregory Lewandowski
Roman Kisz
KAMI LYNN MOLIN
JAMES MARION LORENZEN
Kailey Nicole Wagner Craig
Kyle Garrett Wilson
JASMINE ALICEA
ROBERT EUGENE WALKER
TIM ROBERT SHIELD
Jeffrey Matthew Sardo
SHRUTI SHERRIE KOHLI
RICHARD BENJAMIN LEVIN
HASINA SALEH
ROBERT MARK SMITH
LETICIA MARIE GARCIA
Delacy Keith Watts

Within 25 miles of Moorpark, CA, Best Investors lists 280 registered investment advisory firms with 758 offices nearby, managing about $15.5T in combined regulatory AUM across 3,005,939 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Moorpark

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM